EquityList +

EquityList
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EquityList helps you streamline equity-related workflows for your portfolio companies and clients. Use our suite of tools to manage cap table, stock options, board consents and other cross-functional activities.

Accounting & Legal Firms

We do the heavy lifting so that you can execute faster, with more accuracy!

Digitize & track cap table & securities

  • Store end-to-end cap table & shareholding data
  • Track historical transactions & ownership details
  • Model fundraising scenarios and dilution

Manage option pools & issue hundreds of grants

  • Issue and execute grants in a matter of few clicks
  • Control permission levels & implement maker-checker workflows
  • Download & customize overview, vesting, & expense reports

Optimize board & shareholder consents

  • Save time & store recurring consent templates
  • Use board consent workflows for efficient approvals
  • Easily execute shareholder consent with pre-filled data

VCs and Investors

Manage your portfolio and track ownership accurately!

  • Visualise portfolio ownership in real-time
  • Invited your portfolio companies
  • Repository of your investment documents
  • Request and fetch valuation reports
  • Shared data room and synced investor updates

Get started with EquityList today

Swift data migration & onboarding within 24 hours

TESTIMONIALS

Our customers are our biggest fans!

We wanted to ensure that the real pillars of growth for us - our employees- are rewarded equitably. EquityList was a no-brainer for us in terms of trust and digitization. The quality of support and onboarding was a superior experience. We see this being one of the most important platforms that companies will have to use going forward.

Jagadeesan Kumar
CFO and Head, Corporate Development

As a growing company, managing equity and ownership structures had become a complex and time-consuming challenge. Equitylist saved us not only time but also minimized the risk of errors that often accompany manual processes. What truly sets it apart is the exceptional support- from onboarding to ongoing- by the team, their dedication to ensuring our success was evident.

Rupal Rajal
Head HR

EquityList has transformed the way we manage equity. EquityList’s sophisticated tools have enabled us to optimise our pool usage, ensuring that remaining stock options are strategically allocated for subsequent grants. In essence, EquityList has elevated our equity management to an entirely new level. It has become an indispensable asset in our equity strategy.

Nilangi Netravalkar
Admin, Operations & Payroll Specialist

EquityList has significantly increased the credibility of ESOPs among our team members, making the ESOPs more tangible by showcasing the potential monetary growth achievable over the long term. It has also considerably reduced operational efforts and provided the People team with a comprehensive view of the ESOPs pool at macro and micro levels.

Shiffana MK
People & Culture

We came across EquityList in 2020, which has since helped us manage our cap table and employee grants in one place. Employees, too, can visualize and easily comprehend the value of their growing stock through their dashboards…EquityList provides a productivity suite that allows us to maintain a single repository of all data and documents for seamless operations!

Revant Bhate
Co-Founder & CEO

We believe in generating wealth for our employees and, therefore, use EquityList to issue multiple grant letters and provide real-time visibility on the valuation updates, which helps boost their confidence and gives them a bird’s-eye view of their impact on the organization's growth. Data analysis and pool utilization views enable us to use the remaining stock option pool effectively!

Kaushal Pawar
Director People & Culture

EquityList helped us transition from managing ESOPs on scattered Google sheets to managing them professionally. We now have a comprehensive grasp of our cap table, as dashboards provide a great overview of shareholders, available options, dilutions, and valuation trends. EquityList makes sharing details with investors and auditors hassle-free, making the process error-free!

Deepanshu Arora
Co-founder and CEO

We have been using EquityList since Nov'20, and it has proven to be a great platform to manage ESOPs. The UX is simple and intuitive for employees and administrators and can be used with little or no training. The platform makes the administrator's job of managing the ESOP pool and reporting pretty easy.Congratulations to the team for building a great product

Bikramjit Singh
Head - Business HR

EquityList enabled us to move from manual to a sophisticated and automated setup for issuing ESOPs. We were able to improve the visibility of our employees into their ESOPs, thus motivating and improving their experience of having equity compensation. EquityList hosted Bizongo’s maiden ESOP buyback program worth $3.7M - and it was one of the most seamless product experiences.

Aarfa Shaikh
Associate Director, People Success

After raising series B, managing our ESOPs and cap table on Excel became tough and inefficient, and we wanted to digitize it. We found EquityList as one of the best tools available. We could get this setup done quickly and get used to it with its easy-to-use interface. I will highly recommend to folks struggling with managing cap-table and ESOPs for employees.

Saurabh Gupta
CEO and CoFounder

From promptly addressing our queries to providing regular updates on plan performance, EquityList’s communication style fosters a sense of transparency and trust. The workshops and resources you offer have helped bridge knowledge gaps and ensure that everyone involved has a clear understanding of the benefits and implications of the stock options plan.

Akshay Jain
Senior Manager

Since 2020, the EquityList team and their software have helped us streamline and automate some of our most crucial financial aspects like the ESOP management, grants, and reports. We strike a chord with this team as we both focus on creating great user experiences.

Mikami Chandrasekaran
Associate Director, People Operations

In 2024 we seamlessly migrated to EquityList from another platform. The onboarding process was smooth, with the EquityList team efficiently managing the complete migration of our cap table (which includes over 20 investors) and ESOP data for nearly 600 employees. The EquityList team even participated in our company town hall, providing a comprehensive product walkthrough and addressing any related questions.

With EquityList, we are further empowered to showcase the real wealth-creation potential to our employees and emphasize the intrinsic value of ownership that is central to Tabby's culture.

Karan Vanwani
Strategy, Tabby

We were using another vendor, but after they got bought out, the pricing became unsustainable and customization was a hassle. We needed a more flexible and cost-effective solution, so we switched to EquityList—and it’s been smooth sailing ever since.

The platform is super user-friendly for both employees and admins. Employees can easily check all their ESOP details, and as an admin, I love how easy it is to customize and manage everything.

Ayush Sinha
Vice President & Head of People

Managing cap tables for different entities within our company structure used to be tricky, but EquityList's multi-entity management feature made it so much easier. The platform has been a huge help in keeping everything organized.

To start issuing ESOPs to employees, we needed a new scheme in place, so we used their advisory services. They created an ESOP scheme that worked for both us and the employees.

We have also been using the platform to issue digital share certificates to investors.

All our stakeholders are now on EquityList and it has been super easy to manage them.

Sanidhya Narain
CEO

EquityList has been an invaluable tool for our cap table and ESOP management needs.

The platform is highly customizable, accommodating our specific requirements, including those related to an India-US company structure. Prior to EquityList, managing these aspects was time-consuming and error-prone. It also allows us to efficiently manage complex ESOP processes and keep our cap table organized, all within a user-friendly interface.

With EquityList, we now have a centralized, organized system that simplifies tracking different equity instruments, managing vesting schedules, and staying compliant with required regulations. The dashboard available to individual ESOP holders has brought in a great amount of transparency so that employees can check the status of their ESOPs anytime, without depending on anyone.

Snehanshu Gandhi
Co-Founder

Frequently Asked Questions

Answering some common questions you might have

How to partner with EquityList?

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How does my venture firm/accelerator work with you?

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What kind of partner perks does EquityList offer for VCs?

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Does EquityList have a perk offering section for its user companies? How can we get our product/perk offering listed on it?

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Does EquityList host knowledge sessions or events with its partners?

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